Regan Frank Welburn
Financial Adviser in Narre Warren, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001248466
- Location
- Narre Warren VIC 3805
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 6 October 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Exercise Science, Australian Catholic University (2007); Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2009); Accredited Behavioral Finance Professional (ABFP), Kaplan Professional (2024); Chartered Retirement Planning Counselor (CRPC), Kaplan Professional (2024); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation - all authorisation excludes SMSF advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Regan Frank Welburn
Regan Frank Welburn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Narre Warren, Victoria (adviser number 001248466).
The licensee Regan advises under is Synchron Advice Pty Ltd (AFS licence 243313). The current authorisation started on 6 October 2016.
The register records 2016 as the year Regan first provided financial advice. Qualifications and training on file include Bachelor of Exercise Science (Australian Catholic University, 2007), Diploma of Financial Services (Financial Planning) (Mentor Education, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2009). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
Regan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – all authorisation excludes SMSF advice.”
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Questions people ask
Is Regan Frank Welburn a registered financial adviser?
Yes. Regan Frank Welburn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248466.
Which licensee does Regan Frank Welburn work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Regan Frank Welburn give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation - all authorisation excludes SMSF advice."